December 2012

It’s already the last day of 2012? How did that happen? Did we at least learn something? You’ve already heard enough from me this year, below I get a little help from my friends! Enjoy and Happy New Year – JB In 2012 I Learned That… Herb Greenberg (CNBC): we can ignore the Mayans. Lauren…

The debt ceiling debacle last summer “injured” the US government and our citizenry in that it became apparent to the world that we’ve become an ungovernable nation. The effects of this revelation will be felt for a lifetime or more – history has shown us what happens when the people have decided en masse that…

I have nothing left to say of any consequence for the remainder of the year, but I do read a lot and I curate like a motherf***er. So here are some great links you should check out today: Last minute scramble for a Cliff deal, the latest here: (LATimes) The 45 Most Powerful Photos Of 2012…

My friends Paul and Justin at the Notorious B.I.G. have the year-end commodity returns for 2012: As shown, three of the ten commodities in the chart are down in 2012, while seven are up. Corn has posted the biggest gain in 2012 at 17.33%, which isn’t that much for the top performer relative to some…

Me and Paul Krugman don’t agree on everything, but the idea that He Who Owns the Bots Owns the Economy is where both of our heads are at. Krugman challenges the conclusions of Bob Gordon’s much-debated “End of Growth” theory with the idea that GDP growth can be whatever we want it to be in…

Lots of investors – amateur and professional – began adding some major moving average buy-sell signals into their process in the wake of 2008. When it turned out that relying on PE ratios and forward profit guidance would prove to be lethal to stock pickers in a meltdown, there was a scramble for some kind…